FTAI Aviation Ltd. (FTAI) vs Moog Inc. (MOG.A)

FTAI Aviation Ltd. and Moog Inc. are both Aerospace & Defense companies. FTAI Aviation Ltd. is the larger, with a market value of $18.2B against $12.2B — 1.5× the size. Moog Inc. trades at the lower P/E: 32.6× against 37.6×. FTAI Aviation Ltd. grew revenue faster over the last twelve months: 45.3% against 15.8%. FTAI Aviation Ltd. has the higher net margin (15.3% vs 8.73%) and the lower return on invested capital (8.84% vs 10.5%). Both pay a dividend; FTAI Aviation Ltd. yields more (1.89% vs 0.77%). Across the 23 metrics below, FTAI Aviation Ltd. leads on 13 and Moog Inc. on 10.

Valuation

Metric FTAI MOG.A Aerospace & Defense median
P/E 37.57 32.59 33.00
P/S 5.77 2.84 3.63
P/B 44.46 5.53 3.24
Price to free cash flow 29.81 34.77 34.01
EV/EBITDA 21.03 20.78 18.69
EV/Sales 6.77 3.04 3.94
Earnings yield 2.66% 3.07% 1.31%
Free cash flow yield 3.35% 2.88% 0.00%

Profitability

Metric FTAI MOG.A Aerospace & Defense median
Gross margin 39.23% 28.20% 25.48%
Operating margin 23.93% 11.93% 4.54%
Net margin 15.34% 8.73% 2.22%
Free cash flow margin 19.36% 8.18% 0.00%
Return on equity 167.93% 18.11% 6.43%
Return on assets 11.12% 8.23% 2.70%
Return on invested capital 8.84% 10.52% 1.56%

Growth

Metric FTAI MOG.A Aerospace & Defense median
Revenue growth (TTM) 45.26% 15.81% 18.43%
EPS growth (last fiscal year) 1,537.50% 14.53% —
Revenue growth, 5-year CAGR 53.12% 6.00% 9.62%
Net income growth, 5-year CAGR 0.00% 91.17% 0.00%

Health

Metric FTAI MOG.A Aerospace & Defense median
Debt to equity 8.55 0.41 0.24
Current ratio 5.28 2.09 2.72
Net debt to EBITDA 3.08 1.75 1.12

Dividend

Metric FTAI MOG.A Aerospace & Defense median
Dividend yield 1.89% 0.77% 1.04%
Payout ratio 1.58 0.21 0.00

Size

Metric FTAI MOG.A Aerospace & Defense median
Market cap 18.16b 12.15b 2.52b

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